Jeffrey
Silverman
The Ascent Group, LLC
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About this Advisor
Jeffrey Silverman is a financial advisor based in Virginia Beach, Virginia, working with The Ascent Group, LLC. Jeffrey has previously held positions at Ameritas Investment Corp, Summit Group Of Virginia, Ameritas Life Insurance Corp, Ameritas Life Insurance Corp Of New York, The Ascent Group, and Triad Advisors. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Jeffrey is part of The Ascent Group, LLC, which operates out of Virginia Beach, Virginia. The firm has 6 offices and 23 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at The Ascent Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ascent Group, LLC Brokerage Details
$2,880,025,369
23
4,261
$675,904
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jeffrey Silverman Work History
Triad Advisors
The Ascent Group
Ameritas Life Insurance Corp Of New York
Ameritas Life Insurance Corp
Summit Group Of Virginia
Ameritas Investment Corp
Disclosures
Please visit the SEC profile of Jeffrey Silverman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Ascent Group, LLC
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
Wayne, PA
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
Haddonfield, NJ
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